RMG Associates is a national executive search firm specializing in private wealth management.

Our client is seeking aManaging Director of Private Banking for the San Francisco office of a national MFO.  This is an opportunity to be part of a dynamic new group, working with some of the most talented and accomplished professionals in ultra-affluent family advisory.  This division, within a prominent, nationally-known financial institution, exclusively services HNW/UHNW clients with investible assets above $25MM. 

The MD will assist in the design, development and delivery of solutions that meet the client’s complex balance sheet wealth management needs, while providing expert service and highly personalized interaction.   The MD will actively develop, manage, retain and grow profitable banking relationships with UHNW clients and prospects   

 It is imperative that candidates have excellent credit and underwriting skills.  Although others will do the underwriting, he or she must have a comprehensive knowledge of structuring deals and ultimately approve the underwriting content.   The MD should have experience with a wide range of lending solutions to HNW/UHNW clients including:  secured and unsecured loans and lines of credit, lending of $10MM+ (investments, real estate, aircrafts, yachts, fine art, etc). 

He or she will work in collaboration with other team members to ensure the comprehensive delivery of the group’s capabilities.  The ideal candidate will have at least seven years of relevant experience as a private banker and/or a commercial banker.  The MD will provide clients a strategic and comprehensive approach to wealth management with a state-of-the-industry UHNW advisory platform that includes banking, multigenerational planning, family dynamics, open architecture investment management, trust and estate services, technology, etc.  

Qualifications:

• BA degree
• 7+ years of prior experience in private banking or commercial banking/lending.
• UHNW credit/underwriting experience required
• Strong interpersonal relationship skills
• Broad knowledge of all facets of wealth management
• Understanding of financial acumen as it pertains to the high-net-worth market
• Solid business development skills